kuali financial system (kfs) update professional development institute january, 2009 presenters troy...
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Kuali Financial System (KFS) UpdateProfessional Development InstituteJanuary, 2009
PresentersTroy Fluharty – Financial Systems
ServicesJohn Hunter – Financial Systems
ServicesKevin McHenry – Information Systems
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Goals
Overview of the Kuali Financial System (KFS)
Timeline Key Features Answer your questions
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Overview
Implementation Date - July 1, 2009
Replaces Financial Records System (FRS) Replaces Campus Information System
(CIS) (including ABYSS for FY2011) CIS deactivated:
Created Approved AFE’s/REQ’s April 30, 2008May 1, 2008 IMO’s/WOA’s June 30, 2008 June I close (supplier
filled) JE’s June I close June I close
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What is Kuali?
Community Source (by Higher Ed for Higher Ed)
Comprehensive Financial System to meet the needs of colleges and universities
Based on Indiana University’s Financial System
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KFS Release Dates-Release 1
All modules in Release 1 will be implemented at CSU
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KFS Release Dates-Release 2
Labor DistributionMay be implemented at a later date (July 1, 2010 or later)
Contracts & GrantsWill not be implementedKuali Coeus (research system) implemented at a later date
Purchasing/Accounts PayableImplemented at CSU
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KFS Release Dates-Release 3
Budget ConstructionMay be implemented January, 2010 for FY2011
Accounts ReceivableNOT a replacement for ARIES (Banner)May be implemented with Kuali Coeus
Capital Asset Management (Property)Implemented at CSU
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KFS Release Dates-Release 3 continued
Effort ReportingMay be implemented at a later date (July 1, 2010 or later)
Purchasing/Accounts Payable (Sciquest integration) Implemented at CSU
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Changes
What is the Same? Department numbers – still 4 digits Object code – still 4 digits, but…
What is Changing? Chart Code Account Numbers (7 digits) GL and SL accounts merge to one account Object code numbers (revenue &
expenses) Funds become Sub-Funds (and are named)
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Terminology Changes
Financial Records System Kuali Financial SystemFRS KFSNo equivalent FRS code Chart codeSubcode Object CodeDepartment OrganizationFund Sub-FundAudit Code Fund Group Code
General Ledger (GL) account AccountSubsidiary Ledger (SL) account Account
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KFS Code Relationships
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KFS Features
Web Based eDocs (Transaction &
Maintenance) Workflow (approvals or FYI) Business Rules
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KFS Main Menu
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eDocuments
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eDoc Characteristics
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eDoc Characteristics
Common tabs on all eDocs Special Tabs pertinent to that
document Field Lookups Help Import transactions to a document Export lists to Excel (or CSV, XML) Copy and error correction
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eDoc Characteristics-Account
Required Fields (noted with asterisk *) Chart Account Object
Optional Fields Sub-Account Sub-Object Project Org Ref ID
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Technical Issues Test environment
http://kualidevl.is.colostate.edu:8080/kuali-test/portal.jsp Login with your eName and password
Browser – IE6, IE7, Firefox Mozilla Operating System - Windows XP, Vista, Mac Java 1.5 or above No Jinitiator needed FRS Delphi data warehouse replaced with ODS Off Campus Users - use VPN
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Kuali Financial System Implementation Group (K-FIG)
Sub-committees (6-10 people) have been formed on specific subject matter
Current Sub-committees Chair Account Create John Hunter Budget Adjustments (BCR) Angie Nielsen Cost Share Pam Harrington Journal Entry processing John Hunter Sub-Accounts, Sub-Objects Mary Atella/Bev Burton
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kuali.colostate.edu
Implementation Issues Tips Data Conversion
Accounts Funds Subcodes
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Sciquest Interface
Demo
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More information
TrainingCSU Kuali Days – May/June, 2009
Colorado State Universityhttp://kuali.colostate.edu/
Kuali Foundationwww.kuali.org
Glossaryhttps://test.kuali.org/confluence/display/KULDOC/KFS+Glossary%2C+Release+2.2
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Questions?